Yokoy Invoice: Configure invoice warnings and invoice inbox email aliases – November 2024

Yokoy admins can now configure which warning notifications can be dismissed by user and determine the user roles that can dismiss notifications. Until now, any user could dismiss warning notifications that appeared in invoices. Invoice warnings are now non-dismissible by default. Yokoy admins can choose whether submitters, managers, invoice processors and finance can dismiss warnings triggered by specific invoice checks. They can also configure which warnings can be dismissed and which warnings are always present on the invoice when detected.

Yokoy admins can now set up an email alias for processing invoices sent to the Yokoy invoice inbox. With some mail server setups, emails sent to the Yokoy invoice inbox weren’t recognized as the email’s recipient field didn’t contain the @invoices.yokoy.ai email address. Now you can add an email alias to your setup that means that any emails sent to that inbox are correctly processed by Yokoy.

Invoice submitters no longer have to re-match invoices if the GR is received after matching. Previously, if the goods receipt was received after the invoice had been matched with the PO (triggering a GR missing notification), invoice processors had to unmatch the invoice line items from the PO line items and re-match them to take into account the goods receipt. Now, Yokoy automatically detects and matches any goods receipts received.

Yokoy can automatically check invoice requirements such as addresses and tax IDs, as well as general invoice checks such as duplicate invoices or currency mismatches.

You can now view which checks have been performed on a specific invoice in the Invoice checks tab. The tab displays information on the checks that the invoice has passed and a summary of the notifications triggered by severity type.